We've been getting a lot of issues with various templates not referencing document or sender links when editting via sequence steps. Previous links will become broken and furthermore, we won't be able to save the template because of the various read more
Hello HubSpot Community, I'm reaching out to gather insights on an issue I've encountered with the AI Assistant: When drafting follow-up emails for stalled deals, the AI doesn't seem to pull in previous conversation contexts like past emails, read more
Hello, unfortunately, I don't know of anything else that you could do besides what you already enabled in the AI settings. I haven't used the AI as...read more
Hi, my question is- Setup: University HubSpot account (Sales Hub trial active) 4 users, each with their own Gmail account connected to HubSpot Users added in Users & Teams , with Sales Pro access and core seats Gmail accounts conn read more
I'm trying to understand why both I (as the admin) and my user only see the option to reply to an email directly from the timeline on some emails but not all. We are new to HubSpot, so I'm wondering if the issue has to do with replying to older emai read more
Hello @Patti_R The “Reply” button only shows up on timeline entries that HubSpot classifies as a logged email tied to a still-connected shared ...read more
When I try to do email sequence at first it had a lock on it, even though I have pro sales hub. Now it says I need to connect an inbox which I laready did .
Hi @NFernandez2 ,
Having a Sales Hub Professional subscription is not necessarily the same as having an assigned seat: https://knowledge.hubs...read more
Hello, I’m looking for a way to automate the post-sales process in HubSpot without using the Deals pipeline. Our main goal is to ensure that once a client makes their first payment (setup fee + first monthly subscription), they automatically rec read more
Hello JSumague, Thank you for your response! We're looking to integrate Zapier with HubSpot instead of using the workflow and would love some guidance...read more
@YMarfil if you don't see any details, if recommend reaching out to HubSpot support directly in-app, via email or chat. They can investigate furthe...read more
Hello, I need to send a sales follow-up email to a list of about 500 contacts. Is there any way to do this other than classifying it as a marketing email, including an unsubscribe link, etc? Is it possible to use the sequence feature to send to read more
Hi @SDay29 ,
Yes, you could create a one-email-sequence to achieve this: https://knowledge.hubspot.com/sequences/create-and-edit-sequences
...read more
Hey, I cant see how to do this but if our team are dealing with more than 1 person on a deal and either of them have purchasing accountabilities, is there a way to allow the e-signature to be complete with just 1 of 2 signatures? It seems at the mom read more
Hi @Blokeoverthere ,
I don't think it's possible as you've described. I believe you have to recall and edit the quote and change the person si...read more
All customer emails being sent to me in Outlook are now creating tickets in Hubspot and I'm not sure what I did! I finally was able to get my work email (not a general "support@) email into Hubspot but now all of my Outlook responses are creating ti read more
Hi @CClement76 ,
It sounds like you set up your personal email address as a teams email address for a conversations inbox (which is set up to ...read more
Hi, I scheduled a few emails to go out to my prospects using HubSpot. But none of them were sent. Upon reading the Knowledgebase, I couldn't find anything concrete. These are sales emails and on priority so help ASAP would be great,
@RidaZaidi just saw this post of yours
so attachments/files shouldn’t exceed 20mb
and as you can see you have 1 file that is 23mb
this is why...read more
Sequences are based on templates that contain specific text. If the text in the template is customised, it is not transferred directly to the sequences, even though it is the same template. Contacts must be removed from the sequence and added again. read more
Hi @MWyss ,
Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Allow-edits-of-sequence-templates-for-sequ...read more